01/29/2021
Collas Crill Lawyers Feature in Private Client Global Elite Directory 2020/21
Partners Ben Havard and Sam Williams and Associate Gregory Haddow have been included in the 'Ones to watch' category.
01/29/2021
The State Street Investor Confidence Index measures investor confidence or risk appetite quantitatively by analyzing the actual buying and selling patterns of institutional investors.
01/28/2021
This was owed in no small part to the Hong Kong IAMs business which has seen accelerated growth following the launch of a hub dedicated to the segment several years ago.
01/28/2021
As it looks to expand its service proposition across the southeast
01/28/2021
The number of individuals with investable assets of over $1 million has more than doubled over the past decade, from 8.5 million in 2008 to 19.6 million in 2019, according to Capgemini.
01/28/2021
St. James's Place reports robust fourth quarter flows and record funds under management
01/28/2021
The bank has been trying for years to hike its share of clients locked into mandates.
01/28/2021
From disruption to transformation
01/28/2021
The UBS Asia Pacific business saw 2020 profits close to double from $560m to $1.1bn, while AUM increased $110bn to $660bn by the end of 2020.
01/28/2021
Assets under management at alternative investment specialist Gresham House leaped 42% to £3.9bn last year, driven by growth in its sustainable strategies.
01/28/2021
Atria subsidiaries continue to expand financial professional footprint and increase assets
01/28/2021
Philanthropy plays an important role in defining purpose
01/28/2021
This is the first index linked to one of Man Group's renowned quantitative long only multi-asset strategies.
01/28/2021
The agreement would cover Societe Generale Private Banking in Luxembourg, Monaco and Switzerland and the Group Kleinwort Hambros, headquartered in London.
01/28/2021
The brothers wanted extend their claim to current and recent partners of Lombard Odier like Patrick Odier.
01/28/2021
Hamers also appointed Chris Gelvin (pictured below) chief transformation officer, in addition to his current job as head of group operations.
01/27/2021
Hightower Makes Strategic Investment in Wealth Advisor
The $830 million Westchester County, New York wealth management firm will leverage Hightower’s operational, investment management and business acceleration services to enhance growth.
01/27/2021
Brewin Dolphin - Quarterly Trading Update
Total funds grew to £51.4bn, higher than pre-COVID levels, driving strong income growth of 7% in the quarter
01/27/2021
Temenos Extends Partnership with Schroders for Wealth Front Office
Schroders Wealth Management has been a long-time Temenos client and Temenos Transact for its core banking technology has helped the bank to cut costs by a third, simplify its IT landscape by 63%, build customized services, and improve service quality.
01/27/2021
Investors face clone firm investment scam epidemic
On the other side, many others will have experienced a hit to their incomes, and will be trying to achieve the best return possible on their savings.